See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,138 | $45,863+22.4% | $77,024-27.1% | $68,494-18.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.31% | 1.72%-18.0pp | 42.32%-58.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,939 | $1,650+17.5% | $2,812-31.1% | $2,596-25.3% |
| Participant deferral / active EE | $1,969 | $2,962-33.5% | $4,426-55.5% | $4,027-51.1% |
| Admin fee / account holder | $7,315 | $3,041+140.6% | $5,425+34.8% | $5,403+35.4% |